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Manager Directed Portfolios shares owned by First Pacific Financial

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by First Pacific Financial from 13F filings

Historical chart of First Pacific Financial investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by First Pacific Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by First Pacific Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 1.3M 11.11
2024-06-30 $12M 1.2M 9.67
2024-03-31 $11M 1.1M 9.80
2023-12-31 $11M 1.1M 9.96

More positions owned by First Pacific Financial

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Matthews Intl Fds Pacific Tiger Ac (ASIA)
Dimensional Etf Trust World Equity Etf (DFAW)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Nushares Etf Tr Nuveen Esg Us (NUBD)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Matthews Intl Fds Emerging Markets (EMSF)
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

View all positions for First Pacific Financial

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
Merriman Wealth Management
First Pacific Financial
Vista Wealth Management Group
WCG Wealth Advisors
Mission Wealth Management
PFG Investments
HighTower Advisors
Colorado Capital Management
Balanced Rock Investment Advisors
SOA Wealth Advisors
Koss-Olinger Consulting
Colony
Red Lighthouse Investment Management

View all funds holding Manager Directed Portfolios